This Website is offered and available to users who are 18 years of age or older. By using this Website, you represent and warrant that you are of legal age to form a binding contract with the Company and meet all of the foregoing eligibility requirements. If you do not meet all of these requirements, you must not access or use the Website.
Accessing the Website and Account Security
We reserve the right to withdraw or amend this Website, and any service or material that we provide on the Website, in our sole discretion and without notice. We will not be liable if for any reason all or any part of the Website is unavailable at any time or for any certain period. From time to time, we may restrict access to some parts of the Website, or the entire Website for any or no reason without notice.
You are responsible for:
Making all arrangements necessary for you to have access to the Website.
If you choose, or are provided with, a user name, password, or any other piece of information as part of our security procedures, you must treat such information as confidential, and you must not disclose it to any other person or entity. You also acknowledge that your account is personal to you and agree not to provide any other person with access to this Website or portions of it using your user name, password, or other security information. You agree to notify us immediately of any known or potential unauthorized access to or use of your user name or password or any other breach of security. You also agree to ensure that you exit from your account at the end of each session. You should use particular caution when accessing your account from a public or shared computer so that others are not able to view or record your password or other personal information.
Payment & Access
If, for any reason, your credit card company declines or otherwise refuses to pay the amount owed for the items you have purchased, you agree that we may, at our option, suspend or terminate performance of the sale or delivery of the services and may require you to pay any overdue amounts incurred (including any third-party chargeback fees or penalties) by other means acceptable to us. In the event legal action is necessary to collect on balances due, you agree to reimburse us for all expenses incurred to recover sums due, including attorney fees and other legal expenses.
Your access to such products or services shall be authorized as soon as your payment clears. Purchase of products and services are non-refundable.
Intellectual Property Rights
The Website and its entire contents, features, and functionality (including but not limited to all information, software, text, documents, materials, displays, images, video, and audio, and the design, selection, and arrangement thereof) are owned by the Company, its licensors, or other providers of such material and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws – Copyright 2023 Alchemy of Money, Inc. – All rights reserved.
Your computer may temporarily store copies of Website materials in RAM incidental to your accessing and viewing those materials.
You may store files that are automatically cached by your Web browser for display enhancement purposes.
You may print or download one copy of a reasonable number of pages of the Website for your own personal, non-commercial use and not for further reproduction, publication, or distribution.
If we provide social media features [INSERT LINK TO THE WEBSITE AND SOCIAL MEDIA FEATURES] with certain content, you may take such actions as are enabled by those features.
You must not:
Modify copies of any materials from this site.
Use any illustrations, photographs, video or audio sequences, or any graphics separately from the accompanying text.
Delete or alter any copyright, trademark, or other proprietary rights notices from copies of materials from this site.
You must not access or use for any commercial purposes any part of the Website or any services or materials available through the Website.
If you wish to make any use of material on the Website other than that set out in this section, please address your request to: memberaccess at alchemyofmoney.co.
The Company name, its logo, and all related names, logos, product and service names, designs, and slogans are trademarks of the Company or its affiliates or licensors. You must not use such marks without the prior written permission of the Company. All other names, logos, product and service names, designs, and slogans on this Website are the trademarks of their respective owners.
In any way that violates any applicable federal, state, local, or international law or regulation (including, without limitation, any laws regarding the export of data or software to and from the U.S. or other countries).
For the purpose of exploiting, harming, or attempting to exploit or harm minors in any way by exposing them to inappropriate content, asking for personally identifiable information, or otherwise.
To transmit, or procure the sending of, any advertising or promotional material, including any “junk mail”, “chain letter”, “spam”, or any other similar solicitation.
To impersonate or attempt to impersonate the Company, a Company employee, another user, or any other person or entity (including, without limitation, by using email addresses or screen names associated with any of the foregoing).
To engage in any other conduct that restricts or inhibits anyone’s use or enjoyment of the Website, or which, as determined by us, may harm the Company or users of the Website or expose them to liability.
Additionally, you agree not to:
Use the Website in any manner that could disable, overburden, damage, or impair the site or interfere with any other party’s use of the Website, including their ability to engage in real time activities through the Website.
Use any robot, spider, or other automatic device, process, or means to access the Website for any purpose, including monitoring or copying any of the material on the Website.
Use any manual process to monitor or copy any of the material on the Website or for any other unauthorized purpose without our prior written consent.
Use any device, software, or routine that interferes with the proper working of the Website.
Introduce any viruses, Trojan horses, worms, logic bombs, or other material that is malicious or technologically harmful.
Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of the Website, the server on which the Website is stored, or any server, computer, or database connected to the Website.
Attack the Website via a denial-of-service attack or a distributed denial-of-service attack.
Otherwise attempt to interfere with the proper working of the Website.
The Website may contain message boards, chat rooms, personal web pages or profiles, forums, bulletin boards, comment options, and other interactive features (collectively, “Interactive Services”) that allow users to post, submit, publish, display, or transmit to other users or other persons (hereinafter, “post”) content or materials (collectively, “User Contributions”) on or through the Website.
Any User Contribution that you post to the site will be considered non-confidential and non-proprietary. By providing any User Contribution on the Website, yougrant us a worldwide, perpetual, non-exclusive, irrevocable, royalty-free, sublicenseable (through multiple tiers) and transferable license (with a right to create derivative works) to use, copy, distribute, perform, publicly perform and display your User Contribution for any legal purposes whatsoever now known or hereinafter becomes known.
You represent and warrant that:
You own or control all rights in and to the User Contributions and have the right to grant the license granted above to us and our affiliates and service providers, and each of their and our respective licensees, successors, and assigns.
You understand and acknowledge that you are responsible for any User Contributions, which you submit or contribute, and you, not the Company, have full responsibility for such content, including its legality, reliability, accuracy, and appropriateness. IF YOU CHOOSE TO MAKE YOUR PERSONAL OR OTHER INFORMATION PUBLICLY AVAILABLE THROUGH THE WEBSITE, YOU DO SO AT YOUR OWN RISK.
We are not responsible or liable to any third party for the content or accuracy of any User Contributions posted by you or any other user of the Website.
Monitoring and Enforcement; Termination
We have the right to:
Remove or refuse to post any User Contributions for any or no reason in our sole discretion.
Disclose your identity or other information about you to any third party who claims that material posted by you violates their rights, including their intellectual property rights or their right to privacy.
Take appropriate legal action, including without limitation, referral to law enforcement, for any illegal or unauthorized use of the Website.
Without limiting the foregoing, we have the right to cooperate fully with any law enforcement authorities or court order requesting or directing us to disclose the identity or other information of anyone posting any materials on or through the Website. YOU WAIVE AND HOLD HARMLESS THE COMPANY AND ITS AFFILIATES, LICENSEES, AND SERVICE PROVIDERS FROM ANY CLAIMS RESULTING FROM ANY ACTION TAKEN BY ANY OF THE FOREGOING PARTIES DURING, OR TAKEN AS A CONSEQUENCE OF, INVESTIGATIONS BY EITHER SUCH PARTIES OR LAW ENFORCEMENT AUTHORITIES.
However, we do not undertake to review all material before it is posted on the Website, and cannot ensure prompt removal of objectionable material after it has been posted. Accordingly, we assume no liability for any action or inaction regarding transmissions, communications, or content provided by any user or third party. We have no liability or responsibility to anyone for performance or nonperformance of the activities described in this section.
These content standards apply to any and all User Contributions and use of Interactive Services. User Contributions must in their entirety comply with all applicable federal, state, local, and international laws and regulations. Without limiting the foregoing, User Contributions must not:
Contain any material that is defamatory, obscene, indecent, abusive, offensive, harassing, violent, hateful, inflammatory, or otherwise objectionable.
Promote sexually explicit or pornographic material, violence, or discrimination based on race, sex, religion, nationality, disability, sexual orientation, age, or other class protected by law.
Infringe any patent, trademark, trade secret, copyright, or other intellectual property or other rights of any other person.
Be likely to deceive any person.
Promote any illegal activity, or advocate, promote, or assist any unlawful act.
Cause annoyance, inconvenience, or needless anxiety or be likely to upset, embarrass, alarm, or annoy any other person.
Impersonate any person, or misrepresent your identity or affiliation with any person or organization.
Involve commercial activities or sales, such as contests, sweepstakes, and other sales promotions, barter, or advertising.
Give the impression that they emanate from or are endorsed by us or any other person or entity, if this is not the case.
Pursuant to the Digital Millennium Copyright Act, we have designated the person listed below as our agent (“IP Agent”) to receive notifications of alleged copyright or other intellectual property infringement by our Company Services. We respect the intellectual property of others, and ask our users to do the same. If you believe that your work has been copied in a way that constitutes infringement, or your intellectual property rights have been otherwise violated, please provide our IP Agent the following information (the “IP Notice”): (a) an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright or other intellectual property interest; (b) a description of the copyrighted work or other intellectual property that you claim has been infringed; (c) a description of where the material that you claim has been infringed is located within the Company Services; (d) your address, telephone number and email address; (e) a statement by you that you have a good faith belief that the disputed use is not authorized by the owner, its agent or the law; and (f) a statement by you, made under penalty of perjury, that the information in your IP Notice is accurate and that you are the copyright or intellectual property owner or authorized to act on the copyright or intellectual property owner’s behalf.
Our IP Agent for transmitting the IP Notice for claims of copyright or other intellectual property infringement can be contacted at:
memberaccess at alchemyofmoney.co
Reliance on Information Posted
The information presented on or through the Website, Services, and any of their associated websites, social media pages, newsletters, or documents is made available solely for general information purposes and not legal, tax, investment, financial, or other advice. Nothing contained within this Website constitutes a solicitation, recommendation, endorsement, or offer by Alchemy of Money, Inc. including other speakers, or any third party service provider to buy or sell any securities or other financial instruments. There is inherent risk with any investment opportunity and nothing in this course should constitute advice. We always suggest engaging a legal, tax, and/or financial professional before making any decisions.
We do not warrant the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk. We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other visitor, or by anyone who may be informed of any of its contents. The Company is entitled to amend, change, or delete all or part of the Website at anytime without notice.
This Website may include content provided by third parties, including materials provided by other users, bloggers, and third-party licensors, syndicators, aggregators, and/or reporting services. All statements and/or opinions expressed in these materials, and all articles and responses to questions and other content, other than the content provided by the Company, are solely the opinions and the responsibility of the person or entity providing those materials. These materials do not necessarily reflect the opinion of the Company. We are not responsible, or liable to you or any third party, for the content or accuracy of any materials provided by any third parties.
Changes to the Website
We may update the content on this Website from time to time, but its content is not necessarily complete or up-to-date. Any of the material on the Website may be out of date at any given time, and we are under no obligation to update such material.
Information About You and Your Visits to the Website
Linking to the Website and Social Media Features
You may link to our homepage, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval, or endorsement on our part without our express written consent.
This Website may provide certain social media features that enable you to:
Link from your own or certain third-party websites to certain content on this Website.
Send emails or other communications with certain content, or links to certain content, on this Website.
Cause limited portions of content on this Website to be displayed or appear to be displayed on your own or certain third-party websites.
You may use these features solely as they are provided by us and solely with respect to the content they are displayed with. Subject to the foregoing, you must not:
Establish a link from any website that is not owned by you.
Cause the Website or portions of it to be displayed on, or appear to be displayed by, any other site, for example, framing, deep linking, or in-line linking.
Link to any part of the Website other than the homepage.
You agree to cooperate with us in causing any unauthorized framing or linking immediately to stop. We reserve the right to withdraw linking permission without notice.
We may disable all or any social media features and any links at any time without notice in our sole discretion.
Links from the Website
If the Website contains links to other sites and resources provided by third parties, these links are provided for your convenience only. This includes links contained in advertisements, including banner advertisements and sponsored links. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them. If you decide to access any of the third-party websites linked to this Website, you do so entirely at your own risk and subject to the terms and conditions of use for such websites.
The owner of the Website is based in the District of Columbia in the United States and the Website is not intended to subject Company to any non-U.S. jurisdiction or law. We make no representation that the content provided through the Website is applicable, available or appropriate for use in jurisdictions other than the United State of America. If you access our Website from outside of the United States, please be aware you are responsible for compliance with any applicable local laws. To the extent that any applicable local laws prohibit your viewing and use of the Website, you may not view or use the Website. Any use of the Website is at your own risk, and you must comply with all applicable laws, rules, and regulations in doing so. We may limit the availability of the Website at any time, in whole or in part, to any person or geographic area that we choose.
Disclaimer of Warranties
You understand that we cannot and do not guarantee or warrant that files available for downloading from the internet or the Website will be free of viruses or other destructive code. You are responsible for implementing sufficient procedures and checkpoints to satisfy your particular requirements for anti-virus protection and accuracy of data input and output, and for maintaining a means external to our site for any reconstruction of any lost data. TO THE FULLEST EXTENT PROVIDED BY LAW, WE WILL NOT BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY A DISTRIBUTED DENIAL-OF-SERVICE ATTACK, VIRUSES, OR OTHER TECHNOLOGICALLY HARMFUL MATERIAL THAT MAY INFECT YOUR COMPUTER EQUIPMENT, COMPUTER PROGRAMS, DATA, OR OTHER PROPRIETARY MATERIAL DUE TO YOUR USE OF THE WEBSITE OR ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE OR TO YOUR DOWNLOADING OF ANY MATERIAL POSTED ON IT, OR ON ANY WEBSITE LINKED TO IT.
YOUR USE OF THE WEBSITE, ITS CONTENT, AND ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE IS AT YOUR OWN RISK. THE WEBSITE, ITS CONTENT, AND ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. NEITHER THE COMPANY NOR ANY PERSON ASSOCIATED WITH THE COMPANY MAKES ANY WARRANTY OR REPRESENTATION WITH RESPECT TO THE COMPLETENESS, SECURITY, RELIABILITY, QUALITY, ACCURACY, OR AVAILABILITY OF THE WEBSITE. WITHOUT LIMITING THE FOREGOING, NEITHER THE COMPANY NOR ANYONE ASSOCIATED WITH THE COMPANY REPRESENTS OR WARRANTS THAT THE WEBSITE, ITS CONTENT, OR ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE WILL BE ACCURATE, RELIABLE, ERROR-FREE, OR UNINTERRUPTED, THAT DEFECTS WILL BE CORRECTED, THAT OUR SITE OR THE SERVER THAT MAKES IT AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS, OR THAT THE WEBSITE OR ANY SERVICES OR ITEMS OBTAINED THROUGH THE WEBSITE WILL OTHERWISE MEET YOUR NEEDS OR EXPECTATIONS.
TO THE FULLEST EXTENT PROVIDED BY LAW, THE COMPANY HEREBY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, AND FITNESS FOR PARTICULAR PURPOSE.
THE FOREGOING DOES NOT AFFECT ANY WARRANTIES THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.
Limitation on Liability
TO THE FULLEST EXTENT PROVIDED BY LAW, IN NO EVENT WILL THE COMPANY, ITS AFFILIATES, OR THEIR LICENSORS, SERVICE PROVIDERS, EMPLOYEES, AGENTS, OFFICERS, OR DIRECTORS BE LIABLE FOR DAMAGES OF ANY KIND, UNDER ANY LEGAL THEORY, ARISING OUT OF OR IN CONNECTION WITH YOUR USE, OR INABILITY TO USE, THE WEBSITE, ANY WEBSITES LINKED TO IT, ANY CONTENT ON THE WEBSITE OR SUCH OTHER WEBSITES, INCLUDING ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO, PERSONAL INJURY, PAIN AND SUFFERING, EMOTIONAL DISTRESS, LOSS OF REVENUE, LOSS OF PROFITS, LOSS OF BUSINESS OR ANTICIPATED SAVINGS, LOSS OF USE, LOSS OF GOODWILL, LOSS OF DATA, AND WHETHER CAUSED BY TORT (INCLUDING NEGLIGENCE), BREACH OF CONTRACT, OR OTHERWISE, EVEN IF FORESEEABLE.
THE FOREGOING DOES NOT AFFECT ANY LIABILITY THAT CANNOT BE EXCLUDED OR LIMITED UNDER APPLICABLE LAW.
Governing Law and Jurisdiction
Except for actions by the Company arising from non-payment of any monies due to the Company, and requests for injunctive or other extraordinary relief, each of which may be pursued in a court of law having competent jurisdiction, any dispute arising out of or in connection with the relationship of the parties and/or this Agreement shall be resolved by binding arbitration conducted by an arbitrator. To commence arbitration, the party desiring arbitration shall notify the other party in writing of its desire to arbitrate, which shall include a brief description of the disputes and/or issues to be arbitrated (“Arbitration Notice”). If the parties are unable to mutually agree upon the selection of the arbitrator within thirty (30) days of the Arbitration Notice, then one shall be appointed and the arbitration shall be conducted pursuant the JAMS Arbitration Rules and Procedures currently in effect. The arbitration proceedings shall be conducted in the District of Columbia. The arbitrator shall not contravene or vary in any respect any of the terms and provisions of this Agreement. The award of the arbitrator shall be final and binding upon the parties hereto, their heirs, administrators, executors, successors and assigns, and a judgment upon such award shall be entered in any court having jurisdiction. In any proceeding, whether in court or in arbitration, the court or arbitrator may award to the prevailing party, as a recovery from the other party, all expenses, including, but not limited to, reasonable attorneys’ fees and/or the arbitrator’s fees incurred in instituting or defending such action.
YOU AGREE THAT ANY ARBITRATION UNDER THIS AGREEMENT WILL TAKE PLACE ON ANY INDIVIDUAL BASIS; CLASS ARBITRATION AND CLASS ACTIONS ARE NOT PERMITTED AND YOU AGREE TO GIVE UP THE ABILITY TO PARTICIPATE IN A CLASS ACTION.
Limitation on Time to File Claims
Waiver and Severability
Your Comments and Concerns
This website is operated by Alchemy of Money, Inc.
All feedback, comments, requests for technical support, and other communications relating to the Website should be directed to: memberaccess at alchemyofmoney.co
Last Updated: June 1, 2021
For Alchemy Members:
Scope of Work
Please see attached Tiers of Services for an overview of the services you can expect based on your Membership level. Any changes will be communicated by AOM in writing.
AOM does not currently provide forensic accounting or auditing. Our engagement for accounting services should not be relied upon to disclose financial errors, irregularities or illegal acts such as fraud or misappropriation. Incomplete or inaccurate information provided to AOM will affect the ability of AOM to perform the services for which it is being retained. For bookkeeping members, reports will be prepared and delivered monthly, in addition to your year-end tax ready package. For Alchemy Tax™ members, the federal and state income tax returns will be prepared and filed with supporting schedules.
AOM can only provide accurate reports if Members provide accurate and timely information. It is the Member’s responsibility to help obtain the information AOM needs, and such items may include, but are not limited to: Revenue Reports, Bank Statements, Business License & Registration information, Copies of purchase/lease contracts, Loan Agreements, Tax Returns, Disbursement Forms, Deposit Slips & Breakdowns, Existing Accounting files, Payroll Journals, Payroll Tax Filings, etc.
We aren’t your lawyer
Members are ultimately responsible for adopting sound legal and accounting policies, for maintaining an adequate and efficient accounting system, for safeguarding assets, for authorizing transactions, for retaining supporting documentation for those transactions, and for devising a system of internal controls which will, among other things, help assure the preparation of proper financial statements. In addition, Members are responsible for identifying and ensuring the entity complies with applicable laws and regulations.
All work associated with our enclosed Tiers of Services list is included in the associated Membership fee. Unlike many other accounting service providers and bookkeeping firms, AOM does not typically charge Professional Service Fees on an hourly basis. All time, effort and resources AOM allocates to produce reports and other deliverables outlined in the Tiers of Services list are included in the Membership fee.
More access means better results
Simply put, the more access a Member grants to AOM, the quicker AOM can provide accurate reports and strategic insights. Having direct access to Member information, including but not limited to Revenue Spreadsheets, Bank & Credit Card Accounts, Bank & Credit Card Statements, Payroll Journals, Check Registers, Responsive Assistants or Operations Managers, Online Portals and other such items can drastically reduce the time needed to prepare your financials. All risks associated with sharing or granting access to sensitive information is held exclusively by the Member, and the Member agrees not to hold AOM or their employees, agents, partners or stakeholders liable. Members should be aware that e-mail is not a 100% secure medium and you should be aware of this when contacting us to send personal or confidential information.
Payroll with an industry leader
If you choose to administer payroll with AOM, we offer white glove onboarding and coordination alongside our industry leading partners.
AOM is on a mission to help our Members achieve cleaner books, better systems and bigger profit. While it’s impractical to make any promises, AOM strives to begin streamlining accounting processes, providing Members with strategic insights right away. Sometimes, the insights and value are seen immediately, whereas with certain Members it can take months. Either party may terminate this relationship on thirty (30) days written notice to the other, including email notification, provided such notice has been received. Member agrees to a one (1) year contract period. Early termination of the contract period will result in a one-time charge of the remaining contract period based on the current Membership level. Financial Data and Files will be released only when the Member has a Zero Balance with AOM. Unfortunately, due to the nature of the business, AOM isn’t able to offer refunds.
This Agreement will automatically renew for successive one (1) year terms thereafter (each a Renewal Term) until and unless either Party provides the other Party with thirty days (30 days) prior written notice to the end of the Initial Term or the Renewal Term. Upon Member’s cancellation request, AOM will provide the Member with a finalized electronic copy of the financial file.
The Member hereby agrees any liability of AOM under this agreement, regardless of form of action, shall be limited to the most recent amount charged for services agreed to hereunder as its exclusive remedy. Member agrees it shall not make any claim against AOM beyond such amount of Monthly account, and AOM may rely on this paragraph as a complete bar to any such claim. More specifically the Member agrees AOM is not, and shall not be deemed liable for any losses resulting from advice provided by them, or from work done by them, or for loss of profits of the Member or of any other party which may flow there from, whether it be direct or incidental, whether or not they have been advised of the possibility of such damages, and the Member acknowledges and agrees to same hereto. Neither party may bring any action arising out of the services under this agreement, regardless of form, more than one year after the date of the last services provided under this agreement.
The Member agrees to release, indemnify and hold AOM (their partners, executors, heirs, successors, employees, stakeholders and assigns) harmless from any and all liability and costs resulting from any known Member misrepresentations or Member fraud participated in by management or any of them, or such errors resulting from incomplete or inaccurate information provided by Member management, and such indemnity shall not be limited to the term of this contract but shall be ongoing even after its termination. The Member also acknowledges AOM, in the course of their work, may view or otherwise come into contact with information the Member considers confidential. In such a case, AOM undertakes to keep such information confidential subject to governing law, jurisprudence and/or order of a court of competent jurisdiction and the Member agrees no action can be taken against AOM as a result of their view or contact with confidential information unless AOM fails to honor their undertaking as defined in this paragraph.
This engagement letter shall be governed as to validity, interpretation, construction, effect and in all other respects by the laws and decisions of the State of Delaware. In the event of commencement of any legal action regarding any term or condition of this engagement, such action by agreement is to be subject to the jurisdiction of the courts of the State of Delaware.
Your privacy is more important than ever
AOM does not disclose Member’s personal information to any third party to enable them to market their products and services. For example, we do not provide our Member mailing lists to other industry firms. Under certain circumstances, AOM will disclose your personal information:
• when we are required or authorized by law to do so, for example, if a court issues a subpoena
• when you have consented to the disclosure
• when the services we are providing to you require us to give your information to third parties (for example, a CPA partner for tax preparation), your consent will be implied, unless you tell us otherwise
• where it is necessary to establish or collect fees
• if we engage expert witnesses on your behalf
• if we retain the services of other accounting firms on your behalf
• if the information is already publicly known
Since AOM uses member’s personal information to provide services to you, it is important the information be accurate and up to date. If during the course of the retainer any of your information changes, please inform us so we can make any necessary changes.